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减产提上日程,9月电视面板价格怎么走?
WitsView睿智显示·2025-09-23 09:15

Core Viewpoint - The overall panel prices for TVs, monitors, and laptops remained stable in September, with no changes compared to the previous month [2][5][6][7]. Group 1: TV Panels - Demand for TV panels has strengthened as brand clients prepare for year-end promotions and some distributors increase inventory [5]. - Panel manufacturers have become more proactive in production due to improved demand but are also planning production cuts for October to stabilize demand and prices [5]. - The average prices for various TV panel sizes remained unchanged in September, including 65" at $173, 55" at $124, and 43" at $64 [4]. Group 2: Monitor Panels - Demand for monitor panels has slightly weakened, partly due to some manufacturers reducing production of mainstream sizes that are currently unprofitable [6]. - Despite tighter supply for mainstream sizes like FHD, brand clients are unwilling to lower prices, leading to a consensus on maintaining stable prices [6]. - The average prices for monitor panels remained stable in September, with 27" at $63 and 23.8" at $49.9 [4]. Group 3: Laptop Panels - The demand for laptop panels remains strong, with a projected increase of 5.1% quarter-over-quarter [7]. - Brand clients are focusing on securing panel quantities and are temporarily overlooking potential tariff impacts [7]. - Despite high demand, panel manufacturers are hesitant to raise prices due to ongoing competition and anticipated demand decline in Q4 [7]. - The average prices for laptop panels remained stable in September, with 17.3" at $38.3 and 15.6" at $40.3 [4]. Group 4: Future Outlook - There is a potential for downward price pressure on panels in Q4 due to expected significant demand decline [8].